Using a Master Agreement

A Master Agreement can be used to create a purchase order or contract if a Master Agreement has been previously created in Master Agreements and the Use Master Agreement feature is enabled in Module Customization.

1. Navigate to: Cost ManagementPurchase Orders or Contracts.
2. Click New.
   • The New Purchase Order pop-up window opens.

   

3. Choose whether to create a Purchase Order or to use the Standard Terms and Exhibits.
4. Select the Use a Master Agreement checkbox.
5. Click Continue.
   • The Master Agreements Wizard window opens.

   

6. Select a Master Agreement.
7. Click the (Next) Arrow button.
   • Step 2 of 2 displays.

   

8. Select a To Contact and the Contract/PO Signed By contact.
9. Click the (Finish) Checkmark button.
   • Optionally, you can select a Master Agreement on the edit page of a Contract or Purchase Order.

   If a Contract or Purchase Order has a pre-existing Exhibit, the following warning displays: “Selecting this Master Agreement will overwrite existing Exhibits of the same Exhibit Type on this document”.